As a continuation of our last podcast episode, we’re jumping back in to discuss some more financial personality types in today’s show. Knowing your personality type and tendencies can help you be more successful and aware of your strengths and weaknesses when it comes to financial planning. The first four personalities we talked about in the previous podcast were the victim, the over-analyzer, the DIY-er, and the ostrich. On today’s show, we discuss the next four common financial personalities.
How aggressively should you save? Do you have the same financial goals as your spouse? Are you a fan of taking risks? Working on the plan but still have questions? Nathan and his team can tailor a financial plan for you and your unique financial personality.
Here are the personality types we discuss in part 2:
- The silo stocker might be prepping for the worst-case scenario. (2:35)
- The odd couple may face conflicting goals. (5:06)
- The gambler likes taking risks. (8:57)
- The model citizen does everything right but still has concerns. (12:22)
A Point Of Wisdom: